GWM
AESI icon

Gilpin Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Gilpin Wealth Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$253 Buy
21
+2
+11% +$26 ﹤0.01% 1051
2026
Q2 		$316 Buy
19
+6
+46% +$98 ﹤0.01% 812
2026
Q1 		$171 Hold
13
– – ﹤0.01% 879
2025
Q4 		$123 Buy
+13
New +$131 ﹤0.01% 783

Other funds holding AESI

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's AESI Position: Q3 2026 in Review

Gilpin Wealth Management increased its Atlas Energy Solutions (AESI) stake by 11% in Q3 2026, buying an estimated $26 and bringing the position to 21 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Gilpin Wealth Management first reported a position in AESI in Q4 2025 and has held it in 4 quarters since. The position peaked at $316 in Q2 2026. 8 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Gilpin Wealth Management held 21 shares of Atlas Energy Solutions worth $253 as of Q3 2026.
  • Gilpin Wealth Management bought 2 Atlas Energy Solutions shares in Q3 2026, an estimated $26.
  • Atlas Energy Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1051 holding.
  • Gilpin Wealth Management first reported a position in Atlas Energy Solutions in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Atlas Energy Solutions position peaked at $316 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.